Dana Palmer

VP - Financial Consultant

+1 847-480-5080

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Planning Consultant, Fidelity Investments, 2021-2024
  • Financial Advisor, Edward Jones, 2020-2021

Education

  • J.D. Thomas M. Cooley Law School
  • B.S. Northeastern University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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